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孤傲
孤傲
·
2021-07-05
这篇文章不错,转发给大家看看
美软件公司遭黑客攻击勒索,波及全球上千企业
@小虎AV:
据外媒报道,佛罗里达州一家IT管理软件供应商Kaseya遭黑客攻击勒索赎金。网络安全专家表示,实际受影响的企业可能超过1000家,遍布全球至少17个国家。拜登表示已下令情报机构全面调查此事件,目前不确定攻击者是谁[眼眼]$CrowdStrike Holdings, Inc.(CRWD)$ $SentinelOne, Inc(S)$
美软件公司遭黑客攻击勒索,波及全球上千企业
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孤傲
孤傲
·
2021-06-29
这篇文章不错,转发给大家看看
Boss直聘:为何被给予互联网最高礼遇的SaaS估值?
@小虎周报:
6月11日,BOSS直聘以“BZ”代码正式在纳斯达克挂牌上市。首日开盘价33.5美元,比19美元的发行价高出76.3%,当天收盘大涨95.8%,市值达到148.8亿美元。 投资要点 国内最大的在线招聘平台,“直聊+匹配”重新定义招聘。$BOSS直聘(BZ)$通过高效无缝的方式连接求职者和企业用户,大幅提升招聘活动的时效性和精确性。其独特的机制包括:1.尽早让老板参与进来;2.让粘性从个人端延伸至企业端;3. 通过精确匹配最大化移动端原生优势。 运营数据爆发式增长:2020 MAU1980万(YOY+73.2%);21Q1MAU(YOY+71.7%)达到2490万,3月达3060万; 2020年付费企业用户223万家(YOY+85.8%),21Q1达到289万家(YOY+120.6%);至21 Q1验证企业用户1300万家(YOY+64.9%),验证企业630万家(YOY+84.9%);2020平台整体的求职者7670万,21Q1达到8580万。 大小客户双管齐下,现金收入增长更快。2020年营收19.44亿元(YOY+94.7%),21Q1达7.89亿元(YOY+179%)。由于公司是预收费模式,加入递延收入变动的21Q1现金收入11.82亿元(YOY+281%)。大客户和小客户收入占比均提升,2019年和2020年,大客户收入占比分别15.6%和17.0%,小客户收入占比在21Q1升至50.4%。 亏损持续,仅单季出现盈利。广告运营规模效应明显。2020年“毛利率”87.6%,运营开支较大,营销费率为68.2%。广告支出占营销费用为60.3%,不过每1元的广告支出带来收入从2019年的1.85元上升至2020年2.39元,至21Q1的5.78元。除20Q3-Q4外,目前单季及年度仍在亏损。 全球人
Boss直聘:为何被给予互联网最高礼遇的SaaS估值?
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孤傲
孤傲
·
2021-06-26
这篇文章不错,转发给大家看看
这家电商正用新模式 “攻陷” 亚马逊!贝索斯危已!
@爱上趋势股:
01 $Shopify Inc(SHOP)$ 是一家加拿大电商平台,市值1800亿,是$亚马逊(AMZN)$ 十分之一。咋一看,两者相距甚远,亚马逊根本不屑于看它一眼。 但是,如果再加上17000亿市值的$谷歌(GOOG)$ 呢? 5月19日,谷歌宣布: 谷歌与Shopify将深化合作,为170万Shopify商户打开“绿色通道”,方便它们通过谷歌搜索及其它产品接触购物者。 此消息一出,Shopify 持续上涨了近 30%: 02 大家可能并不了解 Shopify 。 简单打个比喻,亚马逊相当于国内的$阿里巴巴(BABA)$ ,但Shopify可不是$京东(JD)$ 或者
这家电商正用新模式 “攻陷” 亚马逊!贝索斯危已!
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孤傲
孤傲
·
2021-03-06
这篇文章不错,转发给大家看看
知乎启动赴美上市,腾讯快手百度为股东
@Seven8:
知乎启动赴美上市,腾讯快手百度为股东
知乎启动赴美上市,腾讯快手百度为股东
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运营数据爆发式增长:2020 MAU1980万(YOY+73.2%);21Q1MAU(YOY+71.7%)达到2490万,3月达3060万; 2020年付费企业用户223万家(YOY+85.8%),21Q1达到289万家(YOY+120.6%);至21 Q1验证企业用户1300万家(YOY+64.9%),验证企业630万家(YOY+84.9%);2020平台整体的求职者7670万,21Q1达到8580万。 大小客户双管齐下,现金收入增长更快。2020年营收19.44亿元(YOY+94.7%),21Q1达7.89亿元(YOY+179%)。由于公司是预收费模式,加入递延收入变动的21Q1现金收入11.82亿元(YOY+281%)。大客户和小客户收入占比均提升,2019年和2020年,大客户收入占比分别15.6%和17.0%,小客户收入占比在21Q1升至50.4%。 亏损持续,仅单季出现盈利。广告运营规模效应明显。2020年“毛利率”87.6%,运营开支较大,营销费率为68.2%。广告支出占营销费用为60.3%,不过每1元的广告支出带来收入从2019年的1.85元上升至2020年2.39元,至21Q1的5.78元。除20Q3-Q4外,目前单季及年度仍在亏损。 全球人","text":"6月11日,BOSS直聘以“BZ”代码正式在纳斯达克挂牌上市。首日开盘价33.5美元,比19美元的发行价高出76.3%,当天收盘大涨95.8%,市值达到148.8亿美元。 投资要点 国内最大的在线招聘平台,“直聊+匹配”重新定义招聘。$BOSS直聘(BZ)$通过高效无缝的方式连接求职者和企业用户,大幅提升招聘活动的时效性和精确性。其独特的机制包括:1.尽早让老板参与进来;2.让粘性从个人端延伸至企业端;3. 通过精确匹配最大化移动端原生优势。 运营数据爆发式增长:2020 MAU1980万(YOY+73.2%);21Q1MAU(YOY+71.7%)达到2490万,3月达3060万; 2020年付费企业用户223万家(YOY+85.8%),21Q1达到289万家(YOY+120.6%);至21 Q1验证企业用户1300万家(YOY+64.9%),验证企业630万家(YOY+84.9%);2020平台整体的求职者7670万,21Q1达到8580万。 大小客户双管齐下,现金收入增长更快。2020年营收19.44亿元(YOY+94.7%),21Q1达7.89亿元(YOY+179%)。由于公司是预收费模式,加入递延收入变动的21Q1现金收入11.82亿元(YOY+281%)。大客户和小客户收入占比均提升,2019年和2020年,大客户收入占比分别15.6%和17.0%,小客户收入占比在21Q1升至50.4%。 亏损持续,仅单季出现盈利。广告运营规模效应明显。2020年“毛利率”87.6%,运营开支较大,营销费率为68.2%。广告支出占营销费用为60.3%,不过每1元的广告支出带来收入从2019年的1.85元上升至2020年2.39元,至21Q1的5.78元。除20Q3-Q4外,目前单季及年度仍在亏损。 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“攻陷” 亚马逊!贝索斯危已!","htmlText":"01 <a target=\"_blank\" href=\"https://laohu8.com/S/SHOP\"></a><a href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$</a> 是一家加拿大电商平台,市值1800亿,是<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\"></a><a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 十分之一。咋一看,两者相距甚远,亚马逊根本不屑于看它一眼。 但是,如果再加上17000亿市值的<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\"></a><a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 呢? 5月19日,谷歌宣布: 谷歌与Shopify将深化合作,为170万Shopify商户打开“绿色通道”,方便它们通过谷歌搜索及其它产品接触购物者。 此消息一出,Shopify 持续上涨了近 30%: 02 大家可能并不了解 Shopify 。 简单打个比喻,亚马逊相当于国内的<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\"></a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> ,但Shopify可不是<a target=\"_blank\" href=\"https://laohu8.com/S/JD\"></a><a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 或者","listText":"01 <a target=\"_blank\" href=\"https://laohu8.com/S/SHOP\"></a><a href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$</a> 是一家加拿大电商平台,市值1800亿,是<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\"></a><a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 十分之一。咋一看,两者相距甚远,亚马逊根本不屑于看它一眼。 但是,如果再加上17000亿市值的<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\"></a><a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 呢? 5月19日,谷歌宣布: 谷歌与Shopify将深化合作,为170万Shopify商户打开“绿色通道”,方便它们通过谷歌搜索及其它产品接触购物者。 此消息一出,Shopify 持续上涨了近 30%: 02 大家可能并不了解 Shopify 。 简单打个比喻,亚马逊相当于国内的<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\"></a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> ,但Shopify可不是<a target=\"_blank\" href=\"https://laohu8.com/S/JD\"></a><a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 或者","text":"01 $Shopify Inc(SHOP)$ 是一家加拿大电商平台,市值1800亿,是$亚马逊(AMZN)$ 十分之一。咋一看,两者相距甚远,亚马逊根本不屑于看它一眼。 但是,如果再加上17000亿市值的$谷歌(GOOG)$ 呢? 5月19日,谷歌宣布: 谷歌与Shopify将深化合作,为170万Shopify商户打开“绿色通道”,方便它们通过谷歌搜索及其它产品接触购物者。 此消息一出,Shopify 持续上涨了近 30%: 02 大家可能并不了解 Shopify 。 简单打个比喻,亚马逊相当于国内的$阿里巴巴(BABA)$ ,但Shopify可不是$京东(JD)$ 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